Best Adam Koos Podcasts (2025)

1
From Layoffs to Legacy: How Shelly Peterson Scaled a $250M Real Estate Empire 31:25

21d ago31:25

31:25

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Shelly Peterson, President of Kahuna Investments, to discuss her remarkable journey from a successful career in pharmaceutical sales to managing over $250 million in real estate assets. Shelly shares how a life-changing investment inspired her to pivot careers and h…

1
Modern Investing with Sidepocket Podcast: Mastering Market Volatility with Alexander Flecker 40:34

1h ago40:34

40:34

Message the Host In this episode we sat down with Alex Flecker, VP of Sales and Marketing at Measured Risk Portfolios. Alex opened up about his unconventional path into finance—growing up with one foot in blue-collar construction and the other in white-collar finance. That blend of gritty work ethic and strategic thinking laid the groundwork for hi…

1
Modern Investing with Sidepocket Podcast: Navigating Deep Tech Investing with Michael Harries 41:09

13d ago41:09

41:09

Message the Host In this episode we’re joined by Michael Harries, partner at Robotics Hub, for a deep dive into the evolving world of deep tech investing. With decades of experience in AI, robotics, and emerging technology, Michael shares how early exposure to Isaac Asimov's science fiction laid the foundation for a career identifying and backing t…

1
Modern Investing with Sidepocket Podcast: VC Investing in AI and the Rise of Female Founders with Mariane Becker and Kristopher Floyd 51:24

15d ago51:24

51:24

Message the Host In this episode, we dive into the inspiring journeys of Mariane Becker and Christopher Floyd—two forward-thinking leaders who are transforming how we approach venture capital. Mariane shares her incredible path from early investments in companies like Amazon and Google to her current mission of empowering underrepresented founders.…

1
Modern Investing with Sidepocket Podcast: Strategic Growth and Global Expansion in VC with Anmol Goel 38:01

19d ago38:01

38:01

Message the Host Join us for a candid and thought-provoking conversation with Anmol Goel, CEO of Gacsym Ventures—a name quietly reshaping the future of early-stage investing. Anmol’s model blends the structure of a venture studio with the long-term capital and values of a family office. But this isn’t just about hybrid frameworks; it’s about rethin…

1
Modern Investing with Sidepocket Podcast: Ariel Fu Shares a Digital Nomad’s approach to Financial Success and Investing 37:25

20d ago37:25

37:25

Message the Host In this episode we sit down with Ariel Fu, partnerships lead at Neo Ventures. Ariel shares her journey of transitioning from the financial sector in Canada to becoming a global digital nomad. She discusses the pivotal moment of self-reflection during the pandemic that led her to pursue a lifestyle combining her passion for travel w…

1
Systemize to Scale: How Sharad Mehta Built a Real Estate Powerhouse 35:10

28d ago35:10

35:10

In this episode of the ELEVATE Your Business Podcast, host Adam Koós sits down with Sharad Mehta, the Founder and CEO of REsimpli, to discuss how he transformed his real estate business from a solo operation into a scalable powerhouse. Sharad shares his journey from an accountant at EY to a real estate mogul who has flipped over 800 properties and …

1
Modern Investing with Sidepocket Podcast: Merging Diverse Experiences for Investment Success with Tejal Shah 35:28

27d ago35:28

35:28

Message the Host In this episode of the Modern Investing with Side Pocket Podcast, we sit down with Tejal Shah, the VP of Investment Banking at US Capital. Tejal's unique trajectory, from mechanical engineering to wealth management, and eventually to becoming a founder and investment banker, showcases her diverse experiences and insights into the w…

1
Modern Investing with Sidepocket Podcast: JB Butler on Wealth with Purpose, Empathy-Driven Growth, and Investing in What Truly Matters 46:59

1M ago46:59

46:59

Message the Host In this episode we sit down with JB Butler, founder and head of growth strategy at Just Be Unlimited and Consumer 51. JB dives into his core philosophy of empathy-driven growth strategies—an approach that doesn't just boost bottom lines, but also redefines how businesses impact their industries. He underscores the value of recogniz…

1
Modern Investing with Sidepocket Podcast: Exploring ESG Investing and Tax Strategies with Ariadne Prieto 40:48

1M ago40:48

40:48

Message the Host In a recent episode we had the pleasure of speaking with Ariadne Prieto, an influential voice in the ESG space and the head of strategy and business development at Green Day Finance. Through her globally renowned blog, Flick Talks, Ariadne has consistently shed light on sustainable finance, offering fresh perspectives from leading …

1
Modern Investing with Sidepocket Podcast: Christian Khoury on AI-Driven Compliance and Mindshare Investing 49:34

1M ago49:34

49:34

Message the Host In this episode, we sit down with Christian Khoury, founder and CEO of Easy Audit, to talk innovation at the intersection of finance, compliance, and security. With experience from top-tier firms like Deloitte, Christian shares the personal journey that led him to create the world’s first AI-powered compliance platform—and why it's…

1
Unlock the Power of Tech in Finance: Automation Strategies for Advisors with Arielle Minicozzi 35:27

1M ago35:27

35:27

In this episode of the Advisors Fuel Podcast, host Adam Koós interviews Arielle Minicozzi, founder of Sphynx Automation. Arielle shares insights on how financial advisors can work smarter by automating business processes using low or no-code technology tools. Drawing from her extensive background as a financial planner, Arielle emphasizes the impor…

1
"Buy and Hold" is Broken: How Top Financial Advisors are Protecting Clients' Money and Standing Out 43:37

2M ago43:37

43:37

In this episode of The Advisor’s Fuel podcast, host Adam Koós sits down with John Kosar, Chief Market Strategist and Founder of Asbury Research, along with Jack Kosar, VP of Investment Strategy. With over 40 years of experience in technical analysis, John shares insights into how Asbury Research helps financial professionals make smarter investment…

1
Modern Investing with Sidepocket: Gavin Nathan on how Tokenization's is Transforming Finance and Investment Strategies 52:23

3M ago52:23

52:23

Message the Host In this episode , we sit down with industry expert Gavin Nathan to break down one of the biggest shifts in finance today: tokenization. As technology continues to reshape the investment landscape, understanding what tokenization means—and how it impacts investors—is more important than ever. Gavin, a seasoned pro in the digital eco…

1
Modern Investing with Sidepocket Podcast: How Technology is Shaping the Future of Finance with Mohit Avadhanula 26:38

3M ago26:38

26:38

Message the Host In this episode, we had the pleasure of chatting with Mohit Avadhanula, a bright young talent at the intersection of finance and technology. As a student, programmer, and former intern at Sidepocket, Mohit shared his journey, starting with opening a brokerage account during college and leading up to the creation of an innovative au…

1
Modern Investing with Sidepocket: Dhruv Vig on Leveraging Pure-Play ETFs for Focused Exposure 45:07

3M ago45:07

45:07

Message the Host Navigating today’s investment landscape can be overwhelming, especially when it comes to Exchange-Traded Funds (ETFs). In our latest conversation, Dhruv Vig, CEO of Langar Holdings, sheds light on a major challenge in the ETF market—misclassification. Dhruv's journey from health tech and venture capital into finance revealed a comm…

1
Modern Investing with Sidepocket: Bethany Jeanfreau on Building Wealth as an Expat Entrepreneur 44:06

3M ago44:06

44:06

Message the Host In this episode, we sit down with Bethany Jeanfreau, a fractional Chief Marketing Officer and founder of Red Rhino Exec, to uncover her inspiring journey in investing and entrepreneurship. Bethany’s path is anything but conventional—her experiences living across continents, from China to Portugal, have shaped her unique perspective…

1
Modern Investing with Sidepocket: Mastering Inner Clarity for Enhanced Financial Success with Jason Connell 56:54

3M ago56:54

56:54

Message the Host In this episode of Modern Investing with Sidepocket, listeners were in for a thought-provoking discussion with Jason Connell—a former CEO turned psychotherapist whose journey is anything but ordinary. Connell’s career has been a masterclass in transformation. He started out as a magician, built a market-leading consultancy, and ult…

1
Modern Investing with Sidepocket: The Rise of the Space Economy with Wanjiku Chebet Kanjumba 50:59

3M ago50:59

50:59

Message the Host What if investing in space today is like investing in the internet back in the ’90s? That’s the perspective Wanjiku Chebet Kanjumba brings to the table in this thought-provoking episode of Modern Investing with Sidepocket. As a scientist astronaut candidate program graduate and the visionary behind Omega Spaceport—the world’s first…

1
Modern Investing with Sidepocket: Navigating Financial Markets with Tech and Creative Thinking by Jorge Nader 33:20

3M ago33:20

33:20

Message the Host In this episode of Modern Investing with Sidepocket, we sit down with Jorge Nader—a software engineer, entrepreneur, and investor with a story that’s as inspiring as it is unconventional. As an immigrant from Mexico, Jorge carved his own path to financial success through sheer perseverance and a relentless drive for innovation. Fro…

1
Modern Investing with Sidepocket: Navigating Financial Turbulence and Embracing Alternative Investments with John De Goey 36:58

3M ago36:58

36:58

Message the Host Join us for an insightful conversation with John De Goey, portfolio manager at Design Wealth Management, as we explore the evolving landscape of investment strategies. John dives into the appeal of alternative investments, discussing how they can provide stability in a market where traditional assets often seem overpriced. Drawing …

1
Modern Investing with Sidepocket: Dr. Aaron Cook's Journey from Surgery to Savvy Investing 42:59

4M ago42:59

42:59

Message the Host In this episode of the Modern Investing with Sidepocket, Dr. Aaron Cook, an orthopedic surgeon turned investor, shares his remarkable transition from medicine to finance. Early on, Dr. Cook's fascination with numbers and economics led him to invest in real estate and stocks, setting the stage for a diverse and well-rounded portfoli…

1
From Idea to Impact: The Ultimate Podcasting Success Guide with Traci Deforge, Produce Your Podcast 1:05:25

4M ago1:05:25

1:05:25

In this episode, we sit down with Traci DeForge, a podcasting expert with three decades of experience in broadcast media and Fortune 500 consulting. As the founder of Produce Your Podcast, Traci shares her insights on launching and sustaining a successful podcast. We dive into the key steps for getting started, overcoming imposter syndrome, choosin…

1
The Advisor's Fuel Podcast coming soon! 0:30

5M ago0:30

0:30

The Advisor's Fuel Podcast with Adam Koos, where high performing Financial Planners and Wealth Advisors discover proven processes and actual strategies to elevate their client experience, grow their businesses faster and achieve unprecedented success. Brought to you Adrenaline Advisor Consulting at https://adrenalineadvisor.com/…

1
Leveraging Qualified Opportunity Zone State Tax Credits with Andrew Doup 32:08

6M ago32:08

32:08

In this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns wh…

1
Smart Strategies for a Successful Business Exit with Joseph Sofia 47:45

6M ago47:45

47:45

In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and se…

1
How I Built It with Andy Fruechtnicht, Founder and CEO of Single Source IT - Elevate Your Business 52:02

7M ago52:02

52:02

In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of Single Source IT, based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and th…

1
Modern Investing with Sidepocket: Ken Hubbard on Revolutionary MCA Investing Strategies 40:12

7M ago40:12

40:12

Message the Host In a recent conversation with Ken Hubbard, partner at the Salvare Fund, Ken shared his journey from a passionate entrepreneur to an empowering force in the investment world. With a focus on merchant cash advances (MCAs), Ken has been dedicated to providing entrepreneurs with enhanced access to capital. His unique approach has not o…

1
Getting 'Exit Planning' Out of Your Vocabulary with Bob St. Germain 43:46

7M ago43:46

43:46

In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and pl…

1
Simplifying Estate Planning with Dan Baron of Baron Law 42:18

7M ago42:18

42:18

In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.…

1
Modern Investing with Sidepocket: Adam Koós, Navigating Market Waves with Tactical Expertise 35:49

7M ago35:49

35:49

Message the Host In this episode, listeners are treated to an insightful conversation with Adam Koós, President and Portfolio Manager at Libertas Wealth. With over 20 years of experience in investment strategy and a certification as a market technician, Adam shares his journey from aspiring trauma surgeon to becoming a financial strategist passiona…

1
Modern Investing with Sidepocket: Katie Welch, Performing Artist Embracing Motherhood and Financial Growth 21:08

8M ago21:08

21:08

Message the Host Click Here To Join Katie's Financial Journey on Sidepocket In this episode, Katie Welch—a dynamic entertainer, entrepreneur, and new mom—joins the discussion to share her journey navigating the entertainment industry and her path to financial empowerment. Katie walks us through her professional evolution, from her initial foray int…

1
Modern Investing with Sidepocket: Jamila Mayfield from Aspiring Broadway Star to Accredited Investor Championing Financial Inclusion 1:04:19

8M ago1:04:19

1:04:19

Message the Host In the latest episode of the "Modern Investing with Sidepocket" podcast, Artur sits down with the remarkable Jamila Abston Mayfield, founder and CEO of the Jamila Mayfield Group. Jamila's journey is nothing short of inspiring, as she transitioned from aspiring Broadway star to a trailblazer in regulatory compliance and risk consult…

1
Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search 33:31

8M ago33:31

33:31

In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity…

1
Modern Investing with Sidepocket: Mark Willis, CFP on Transforming Debt into Wealth 40:59

9M ago40:59

40:59

Message the Host This episode features an interview with Mark Willis, CFP and owner of Lake Growth Financial Services. Mark shares his transformative journey from overwhelming student loan debt to achieving real wealth. His unique approach centers around using safe and predictable financial strategies, challenging traditional methods that often lea…

1
Modern Investing with Sidepocket: Shridhar Swaminathan, Co-Founder/CTO of Sidepocket, on Revolutionizing Wealth Management 52:58

9M ago52:58

52:58

Message the Host We had the pleasure of hosting Shridhar Swaminathan, co-founder and CTO of Sidepocket, a company that’s transforming wealth management by solving the drawdown problem. Shridhar, with over 20 years of experience in startups, technology, leadership, data science, and quantitative investing, shares invaluable insights into his journey…

1
CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO 38:30

9M ago38:30

38:30

In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam…

1
Modern Investing with Sidepocket: Anmol Singh on leveraging psychology for stock trading and investing success 41:29

10M ago41:29

41:29

Message the Host In this episode we meet with Anmol Singh, a seasoned trader and investor, who commenced his journey in financial markets at the age of 18. With over 14 years of experience and having coached more than 10,000 traders and investors, Anmol brings a wealth of knowledge to the podcast including how he incorporates technical analysis wit…

1
Modern Investing with Sidepocket: Evan Shubin, 6x Founder, 3x Exits, and Angel Investor in 25 Startups 52:39

10M ago52:39

52:39

Message the Host In this edition, we dive into the captivating journey of Evan Shubin, the President and Founder of Candlelight Partners, LLC. With a rich experience spanning 25 years that includes founding six companies, achieving three successful exits, and engaging deeply with 25 startups, Evan’s insights are a treasure trove for any budding ent…

1
The Future of Accounting and CPAs with David Hartley 45:41

10M ago45:41

45:41

In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this n…

1
Understanding ESOPs with Joseph Sophia, Troy Starr, and Greg Daugherty 52:23

10M ago52:23

52:23

In this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an …

1
Modern Investing with Sidepocket: James Fellus on High Yield Alternative Fixed Income Opportunities in MCA Syndication 47:25

11M ago47:25

47:25

Message the Host In this episode, we deep-dive into the dynamic landscape of alternative lending with none other than James Fellus, owner of one of the largest private funders of Merchant Cash Advances here in the USA - funding over $1B+ in deals each year. With over 30 years of experience in financial markets, James shares invaluable insights into…

1
Navigating Digital Business Acquisitions for IT Professionals with Michael Frew 32:21

11M ago32:21

32:21

In this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesse…

1
Modern Investing with Sidepocket: Zecca Lehn on Investing With Impact 41:28

11M ago41:28

41:28

Message the Host Welcome to the Sidepocket Podcast! Today, we are thrilled to have a special guest, Zecca Lehn. Zecca is the General Partner of Responsibly Ventures, a California-based venture capital firm that backs U.S. PreSeed startups in Social and Sustainable Tech. Guided by multiple UN Sustainable Development Goals, Zecca’s investments are ma…

1
How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031 30:56

11M ago30:56

30:56

6In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors. Throu…

1
Modern Investing with Sidepocket: Justin Dixon’s Journey from W2 to Entrepreneur and Investor 42:43

11M ago42:43

42:43

Message the Host Embarking on the path of entrepreneurship is filled with challenges, uncertainties, and moments of profound insight. In our latest episode of the Modern Investing with Sidepocket podcast, we had the pleasure of sitting down with Justin Dixon, a seasoned recruiter who has successfully transitioned from a stable W2 job to launching h…

1
Mastering Financial Metrics and Team Building with Jody Grunden 51:45

12M ago51:45

51:45

6In this episode of "Elevate Your Business," Adam sits down with Jody Grunden, Co-founder of Summit CPA Group and partner at Summit Virtual CFO by Anders. Summit Virtual CFO is recognized as the leading provider of virtual CFO services across North America, assisting over 100 businesses in maximizing profits, minimizing taxes, and increasing cash f…

1
Modern Investing with Sidepocket: Mastering the Art of Business Exits with Todd Sullivan 38:44

12M ago38:44

38:44

Message the Host In this episode, we sat down with Todd Sullivan, a seasoned entrepreneur and CEO of ExitWise, to explore the enthralling journey of building, scaling, and successfully selling businesses. With a track record of establishing and selling four companies, Todd sheds light on the intricacies of the M&A (Mergers and Acquisitions) process…

1
Modern Investing with Sidepocket: AJ Bubb’s Strategies for Real Estate Investing in Challenging Times 1:13:28

12M ago1:13:28

1:13:28

Message the Host In our latest podcast episode, we had an engaging conversation with AJ Bubb, a dynamic fractional product and innovation leader. AJ's impressive background spans technology and real estate, including his former role as CTO of Lion Rocket Entertainment, where he spearheaded ambitious projects like live-streaming a 25,000-person even…

1
From Adversity to Thriving Restaurateur: A Conversation with Just Chicken Founder D'Andre Martin 41:44

12M ago41:44

41:44

In this episode of "Elevate Your Business," Adam sits down with DeAndre Martin, the dynamic restaurateur behind Just Chicken, to delve into his remarkable journey from a troubled past to entrepreneurial success. D'Andre's story is one of resilience and transformation. Inspired by his hardworking mother, who juggled three jobs, and motivated by a pi…

Podcasts Worth a Listen

Adam Koos Podcasts

Podcasts Worth a Listen